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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $790,137 | $201,259+292.6% | $184,200+329.0% | $145,959+441.3% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 21.21% | 28.98%-7.8pp | 28.80%-7.6pp | 561.95%-540.7pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,387 | $9,806-55.3% | $9,132-52.0% | $6,689-34.4% |
| Admin fee / account holder | $1,449 | $16,372-91.2% | $13,907-89.6% | $13,398-89.2% |